See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,544 | $165,912-85.2% | $122,332-79.9% | $147,584-83.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 14.78% | 34.55%-19.8pp | 30.27%-15.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $672 | $5,754-88.3% | $4,050-83.4% | $4,876-86.2% |
| Participant deferral / active EE | $1,990 | $4,005-50.3% | $3,287-39.5% | $5,439-63.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |